AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.11%
2,815
+1,900
77
$313K 0.11%
7,513
+1,325
78
$307K 0.11%
13,828
+2,011
79
$304K 0.11%
10,975
-2,500
80
$298K 0.1%
3,578
-250
81
$294K 0.1%
2,994
+2,900
82
$285K 0.1%
10,000
83
$272K 0.09%
2,470
+150
84
$269K 0.09%
+4,000
85
$261K 0.09%
1,503
+1,303
86
$258K 0.09%
10,600
-26
87
$254K 0.09%
2,233
-75
88
$236K 0.08%
2,249
-926
89
$234K 0.08%
4,805
-475
90
$225K 0.08%
4,500
+2,980
91
$219K 0.08%
5,891
92
$219K 0.08%
3,610
+241
93
$217K 0.08%
2,075
94
$211K 0.07%
4,225
-525
95
$206K 0.07%
993
96
$200K 0.07%
10,740
-1,800
97
$200K 0.07%
3,114
+60
98
$200K 0.07%
19,900
+15,200
99
$192K 0.07%
3,450
100
$190K 0.07%
3,484
2 3
4
5 6